What changed
$EDU — BUY 📊 | 6 MONTHS THESIS
🎯 latest | Rev $656M | EPS $0.95 vs $0.84 🟢
💡 Consensus expects only modest growth from a depressed base, but EDU's execution in new education segments and international programs is accelerating revenue and margin recovery. Our variant view: FY2025 EPS will be $3.80–$4.20, well above the Street's $3.50, as improvement in mix and operating leverage expands margins.
📉 Reward/risk: 2.8:1
🏢 Business Quality: 6/10 - Strong brand and network with successful pivot to non-core models, but regulatory overhang and intense competition cap the quality score.
📊 Valuation: Fair — multiple methods suggest upside: trailing P/E 11.8x annualized quarterly EPS, forward P/E ~12x consensus, below 5-year average of 18x and peer...
🔮 Catalyst: Next quarterly earnings report (likely in ~3 months)
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/EDU0623